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July 2020

(Virtual) The Benefits of Remote Accounting for Small Business Success

July 28 @ 11:00 am - 12:00 pm Eastern

This presentation is being held in partnership with The Greater Bethesda Chamber of Commerce. In today's digital age, many small businesses have considered the benefits of remote accounting to streamline operations and improve efficiencies. The COVID-19 pandemic has further demonstrated a need for teams to keep operating regardless of location. In addition to providing a cost-effective alternative to in-house employees, an outsourced accounting team can deliver benefits such as: Year-round tax consulting and guidance Cloud-based technologies and workflow efficiencies Broader…

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August 2020

(Virtual) Anticipating Changes: What to Think About As Your Firm is Growing (1 of 2 for Upstream Academy’s Growing Strategically Series)

August 10 @ 12:00 pm - 1:00 pm Eastern

CBM President and Managing Partner Peter Reilly will co-present in Upstream Academy's webinar series on considerations that managing partners and other firm leaders should make when their firms are experiencing significant growth. The hour-long webinar presentation, the first of two such sessions, is part of Upstream Academy's Growing Strategically series on the growth of professional accounting firms, which also incorporates webinars focused on launching new service lines and niches, mergers & acquisitions, and expansion of a firm's geographic footprint. CBM…

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(Repeat) What’s New With the Paycheck Protection Program?: What Clients Want You to Know

August 10 @ 1:00 pm - 2:00 pm Eastern

The event listed below is a repeat of a presentation that was given on July 23rd by Vice President, John Comunale and Tax Supervisor, Tom Hudson for CPAacademy. CPAacademy will play a recording on August 10 and Tom Hudson will participate to field attendee questions.  With nearly $130 billion still available for businesses interested in relief from the Paycheck Protection Program, the Small Business Administration has extended the application deadline for new borrowers to August 8. At the same time,…

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(Virtual) Dealerships and Paycheck Protection Program Loan Forgiveness: What Happens Next?

August 18 @ 11:00 am - 12:00 pm Eastern

As the deadline to apply for a Paycheck Protection Program loan passed last Friday, attention now turns to loan forgiveness. Less than a week ago, the Small Business Administration released a set of Frequently Asked Questions with their responses specifically about the topic of loan forgiveness. In a newly announced August 18 educational session, CBM Dealership Practice Chair John Comunale and Tax Supervisor Tom Hudson will review the evolution of the PPP program over the past few months, examine the…

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(Virtual) Not-for-Profits and Paycheck Protection Program Loan Forgiveness – What Happens Next?

August 20 @ 11:00 am - 12:00 pm Eastern

As the deadline to apply for a Paycheck Protection Program loan passed a few days ago, attention now turns to loan forgiveness. More recently, the Small Business Administration released a set of Frequently Asked Questions with their responses specifically about the topic of loan forgiveness. In a August 20 educational session, CBM Chair Pat Drolet and Senior Vice President Judy Barnhard will review the evolution of the PPP program for not-for-profits over the past few months, examine the implications of…

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(Virtual) Anticipating Changes: What to Think About As Your Firm is Growing (2 of 2 for Upstream Academy’s Growing Strategically Series)

August 21 @ 12:00 pm - 1:00 pm Eastern

This is the second session of for this webinar. The first session is on August 10. (Interested attendees need only participate in one session as part of Upstream Academy's Growing Strategically webinar series). CBM President and Managing Partner Peter Reilly will co-present in Upstream Academy's webinar series on considerations that managing partners and other firm leaders should make when their firms are experiencing significant growth. The hour-long webinar presentation, the second of two such sessions (the first will be on…

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(Virtual) Emerging Businesses and Paycheck Protection Program Loan Forgiveness – What Happens Next?

August 25 @ 11:00 am - 12:00 pm Eastern

As the deadline to apply for a Paycheck Protection Program loan passed a few weeks ago, attention now turns to loan forgiveness. More recently, the Small Business Administration released a set of Frequently Asked Questions with their responses specifically about the topic of loan forgiveness. In a August 25 educational session, CBM Senior Manager Angie Prochaska and Manager Brenda Haase will review the evolution of the PPP program over the past few months, examine the implications of the new FAQs…

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September 2020

(Virtual) Grow Your Net Worth: Financial Planning for Early Career-Stage Professionals

September 10 @ 11:00 am - 12:00 pm Eastern

Building long-term financial security is a marathon, not a sprint. Many new-career professionals or those seeking a better grasp of personal finance fundamentals may lack an understanding of strategies and decisions they can make to establish a successful financial future. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to start now with a solid understanding of how today’s financial decisions will affect you years down the road. Join CBM…

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(Virtual) Adjusting to the Teleworking Environment: Tax and Employment Laws to Consider

September 15 @ 11:00 am - 12:00 pm Eastern

Registration for this event is now closed. Please email CBM's marketing coordinator, Austen Schweber, if you wish to receive the presentation slides. COVID-19 has upended how businesses operate, leading many owners to learn, nearly overnight, how to navigate the complexities and challenges of a virtual workforce. These sudden changes introduce an array of tax and legal considerations for employers when determining their employees’ eligibility to work remotely and how to shape their return to work office guidelines. On Tuesday, September…

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(Virtual) September 17 Market Update: Financial Considerations in Today’s Market

September 17 @ 12:00 pm - 1:00 pm Eastern

Debbie May, Executive Vice President of Councilor, Buchanan & Mitchell, P.C. and Chief Investment Officer of MBI, CBM's investment advisory subsidiary, and Alex Seleznev, Senior Advisor and Portfolio Strategist, will provide a market update on September 17 as part of our ongoing series of sessions to provide you with financial planning considerations in today's market. During the presentation, Debbie and Alex will be going over: Market Update: What's happening now and where are we going? Should I sell my stocks…

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